+1,747.1%
NXPI vs PFG
+739.9%
+1,007.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +2.3% |
| 7D | +1.9% | +5.5% | -3.6% | -1.9% |
| 30D | -1.4% | +2.4% | -3.8% | -3.4% |
| 3M | -29.1% | +13.6% | -42.6% | -35.6% |
| 6M | +6.2% | +27.9% | -21.7% | -11.0% |
| YTD | +5.9% | +35.6% | -29.7% | -14.9% |
| 1Y | +2.9% | +48.5% | -45.6% | -22.4% |
| 3Y | +14.5% | +66.9% | -52.4% | -20.7% |
| 5Y | +17.1% | +111.0% | -93.9% | -31.7% |
| 10Y | +193.4% | +244.5% | -51.1% | +5.2% |
| All | +1,747.1% | +739.9% | +1,007.2% | +197.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PFG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling